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Our Team

Susan D Smith, CFP®

Susan D Smith, CFP®

Susan D Smith, CFP®

  • Financial and Estate Planning Specialist 
  • Active in the financial services industry since 1997
  • CERTIFIED FINANCIAL PLANNER™ certificant since 2005 
  • Certified Estate Planning Specialist (CES) Institute of Business and Finance July 2007 
  • SEC Investment Adviser Representative 
  • Established Bonner & Smith, LLC in 2007 


Keith Bonner, CFP®

Susan D Smith, CFP®

Susan D Smith, CFP®

  • Portfolio Manager 
  • Financial Planner
  • Active in the financial services industry since 1986 
  • CERTIFIED FINANCIAL PLANNER™ certificant since 1988 
  • SEC Investment Adviser Representative 
  • Established Bonner & Smith, LLC in 2007




Rusti D Pitts

Rusti D Pitts

Rusti D Pitts

  • Graduate of Texas Tech University, Bachelor of Business Administration Accounting 2003
  • Graduate of Texas Tech University, Master of Science in Accounting 2003
  • Joined Bonner & Smith, LLC in 2008
  • Has 17 years' experience in both personal and business tax returns 

Riley Coffer

Rusti D Pitts

Rusti D Pitts

  • Joined Bonner & Smith, LLC in 2019 as Administrative Support 
  • 2020 Graduate of Coronado High School
  • Pre-law student on the way to obtaining a Bachelor's Degree in Psychology before attending Law School in 2024

About Us

Bonner & Smith, LLC is a FEE ONLY comprehensive financial planning and investment management firm that specializes in active discretionary portfolio management, retirement planning, tax and estate planning.

We currently manage assets that include individual investors, corporate profit sharing plans, and trusts.

Whether you are investing on behalf of a corporate retirement plan, a non-profit endowment or building your own net worth, you want your money invested prudently and profitably.  Our goal is to provide our clients with the long-term growth needed to reach their goals, consistent with their risk tolerance.  Our ability to reach this goal has led to many referrals from satisfied clients and our continued growth. ​


  • CERTIFIED FINANCIAL PLANNER™ professionals  
  • Registered Investment Advisor
  • Fee-Only - no commissions, no selling
  • Active Portfolio Management - continual monitoring
  • Fiduciary—we act in your best interest, always
  • Independent – conflict free, full disclosure
  • Fidelity as custodian – high quality, low expenses, accessible 24/7
  • High client retention/referral rates
  • Specialty in federal and oil company employee retirement plans 
  • We are accessible, we manage your accounts, we are the advisors you work with, we don’t outsource or delegate​​ 

Why We Work With Fidelity

 

As your financial advisor, you expect us to make thoughtful, carefully researched decisions, and to keep your best interest in mind. We use a similar approach when we make decisions about the service providers we employ to help us meet your financial objectives. As a result we have selected Fidelity Investments to be our custodian. Fidelity has been serving the needs of individual investors and investment professionals for nearly 60 years and, today, is one of the largest privately owned financial services companies in the world. As experts in the financial services field, they have a thorough understanding of the products and services we need in order to best serve you. 

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Copyright © 2021 Bonner & Smith, LLC - All Rights Reserved.

5308 114TH ST LUBBOCK, TX 79424 (806) 798-1880

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